Social Security and Medicare: Maximizing Retirement Benefits
4.00 Credits
Member Price $200.00
Non-Member Price $250.00
Overview
The rules for Social Security remain mostly stable yet clients continue to have difficulty understanding, asking you questions in relation to their overall retirement planning.
Join this webcast to learn some different ideas for when to collect Social Security based on an individual’s circumstance. You'll also gain insight about some of the nuances and intricacies of Social Security so you can give accurate and helpful advice.
You'll likely have seen ads about Medicare Advantage and all the various benefits it offers. In this webcast you'll find out about Medicare Advantage, how it differs from traditional Medicare, and more.
Highlights
Social Security Planning
Medicare Planning
Retirement Planning
Prerequisites
Basic knowledge of tax compliance and planning concepts
Designed For
CPAs
Financial planners
Tax professionals
Other qualified professionals
Objectives
- Identify the best ideas for when to collect Social Security
- Identify the nuances of Social Security planning
- Determine how Social Security and Medicare planning fit into your client’s overall retirement plan
Preparation
None
Non-Member Price $250.00
Member Price $200.00